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Edward Jones Financial
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Personalized investment advice and financial planning
Edward Jones Financial
Work Here?
Personalized investment advice and financial planning
About Edward Jones Financial
Industries
Consulting
Financial Services
Company Size
10,001+
Company Stage
Late Stage VC
Total Funding
$271.2M
Headquarters
Des Peres, Missouri
Founded
1922
Overview
Edward Jones provides personalized investment advice and financial planning services to individual investors in the United States and Canada. The firm employs over 19,500 financial advisors who work closely with clients to understand their specific financial needs and create tailored strategies for achieving long-term goals such as retirement planning, education savings, and wealth management. Edward Jones generates revenue through fees and commissions on various financial products, including mutual funds, insurance, and retirement accounts. What sets Edward Jones apart from its competitors is its emphasis on one-on-one relationships between advisors and clients, allowing for customized financial solutions. The company's goal is to help clients feel more financially secure by offering expert advice and comprehensive planning services.
Simplify's Take
What believers are saying
- Edward Jones was named to Fortune's 2025 World's Most Admired Companies list.
- The firm is investing in new office spaces, indicating growth and expansion.
- Edward Jones' strategic investment in AI-driven platforms like Waterlily enhances service offerings.
What critics are saying
- Increased competition from AI-driven platforms like Waterlily challenges traditional service models.
- Investment in physical office spaces may be risky if remote services grow post-pandemic.
- Partnership with U.S. Bank exposes Edward Jones to consumer credit market risks.
What makes Edward Jones Financial unique
- Edward Jones offers personalized investment advice through one-on-one client relationships.
- The firm has a strong presence in the U.S. and Canada with 19,500 advisors.
- Edward Jones focuses on long-term financial goals like retirement and education savings.
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Funding
Total Funding
$271.2M
Above
Industry Average
Funded Over
2 Rounds
Company News
The financial services firm is recognized for its commitment to its clients and communitiesST. LOUIS, Jan. 29, 2025 /PRNewswire/ -- Edward Jones is named to Fortune magazine's 2025 World's Most Admired Companies list for its leadership, innovation and commitment to excellence. The financial services firm is recognized alongside other globally respected organizations, ranking No. 4 in the Securities/Asset Management industry category."Our values define Edward Jones—putting our clients first, fostering a place of belonging and striving to make a meaningful impact in the communities we serve," said Ken Cella, principal, Head of External Affairs. "Being named among the world's most admired companies inspires us to remain focused on fulfilling our purpose of helping our clients and colleagues achieve what matters most."Edward Jones is continuing its evolution to provide more comprehensive planning and advice for more clients
Additional Strategic Investments from Genworth, Nationwide, and Edward Jones Help Drive Cutting-Edge Predictive AISAN FRANCISCO, Jan. 29, 2025 /PRNewswire/ -- Waterlily, which uses AI to predict long-term care (LTC) needs up to decades before they happen, today announced the closing of a $7 Million Seed round led by John Kim, founding partner of Brewer Lane Ventures. The company also secured strategic investments from Genworth, Nationwide, and Edward Jones. In addition, Waterlily welcomed participation from key industry leaders including Tim Kneeland (former CEO of GE Insurance & Transamerica LTC), and others. Waterlily previously raised a $2.2M Pre-Seed round with notable investors including Scott Barclay (Managing Director of Healthcare at Insight Partners.)Waterlily uses AI to help a family plan for long-term care needs with predictions, while estimating the costs. The accuracy and specificity of Waterlily's machine learning algorithms enable it to predict a user's likelihood of needing long-term care, the age at which their needs will begin, how their needs will progress over what time period, and how many hours or months of care specific family members, professional caregivers, or care facilities will provide.The platform provides an overall personalized care plan - analyzed against personal financial data, insurance coverage, and health care trends to protect family savings and make sure loved ones have what they need to afford the cost of long-term care
Edward Jones to spend $1,500,000.00 to occupy 4,998 square feet of space in Lubbock Texas. Edward Jones to spend $1,500,000.00 to occupy 4,998 square feet of space in Lubbock Texas.Lubbock, Texas — According to state and local development sources, Edward Jones plans to invest $1,500,000.00 to build out 4,998 square feet of new space in Lubbock. The company plans to occupy the new space at 5240 111th Street in Lubbock, on or about October 1, 2025. According to the company website If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs
Edward Jones/Stephen Gerrald to expand into 2,375 square feet of space in Paris Texas. Edward Jones/Stephen Gerrald to expand into 2,375 square feet of space in Paris Texas.Paris, Texas — According to state and local development sources, Edward Jones/Stephen Gerrald plans to build out 2,375 square feet of new space in Paris. The company plans to occupy the new space at 2915 Pine Mill Road in Paris, on or about August 1, 2025. According to the company website I started my career as a financial advisor in 2007 to help people meet their financial goals. Over the years working here, I believe that Edward Jones is the best company to help folks do just that, so I’m so fortunate to have started my career here! I believe I have been called to a life of service to my God, my family and all humanity. With that purpose, investing in my community is one of my greatest passions
BUENA VISTA, Colo. /Massachusetts Newswire – National News/ — Financial Advisor Jonathan Mintle of the financial services firm Edward Jones in Buena Vista, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).Becoming a CFP® professional expands a financial advisor’s knowledge base in the following areas:* Financial management* Tax-sensitive investment strategies* Retirement savings* Insurance planning* Education planning* Estate considerationsIn addition to the education and examination components of certification, Mintle also has committed to abiding by the CFP® Board’s Code of Ethics and Standards of Conduct.Learn more about Jonathan Mintle: https://www.edwardjones.com/us-en/financial-advisor/jon-mintleEdward Jones is a leading North American financial services firm with 20,000 financial advisors as of Nov. 4, 2024. The firm serves more than 8 million clients with a total of $2.2 trillion in client assets under care as of Sept. 27, 2024. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society
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About Edward Jones Financial
Industries
Consulting
Financial Services
Company Size
10,001+
Company Stage
Late Stage VC
Total Funding
$271.2M
Headquarters
Des Peres, Missouri
Founded
1922
There are no jobs for Edward Jones Financial right now.
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